See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,520 | $144,119-64.9% | $117,854-57.1% | $147,584-65.8% |
| Participation rate | 40.0% | 83.4%-43.4pp | 79.7%-39.7pp | 82.8%-42.8pp |
| Annual return | 28.67% | 531.15%-502.5pp | 335.08%-306.4pp | 578.55%-549.9pp |
| Employer contribution / active EE | $1,391 | $4,896-71.6% | $3,786-63.3% | $4,876-71.5% |
| Participant deferral / active EE | $2,779 | $5,316-47.7% | $4,482-38.0% | $5,439-48.9% |
| Admin fee / account holder | $561 | $10,886-94.8% | $8,020-93.0% | $10,885-94.8% |